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To: Return to Sender who wrote (47046)	4/17/2000 6:46:00 PM
From: jbe	Respond to of 99985

Actually, I'm with you, RTS. Didn't mean to imply that the opinions in that newsletter were yours. I was just harrumphing, which I like to do, from time to time. You write: I don't take myself seriously enough to believe that my own opinion matters. I can relate to that! <g> jbe

To: Return to Sender who wrote (47046)	4/17/2000 7:11:00 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 99985

<<Companies like CSCO can manage to sustain fundamental performance because they do not have a need for additional capital, they simply generate their own.>> That's exactly what I find most disturbing about CISCO: they "generate" their own capital by printing more stock certificates in their roll-ups. Meanwhile, the PE gets bigger and bigger, like the corpulent guy in "Monty Python's Meaning of Life". It won't be a pretty sight when it finally gives way, will it?